A complete list of active advisors currently associated with B Hive Financial, LLC

Warmer can help you find a great advisor at B Hive Financial, LLC or one who fits your needs even better.

B Hive Financial provides discretionary asset management along with financial planning and consulting services to individuals — including high‑net‑worth clients — and to small and medium‑sized business entities. The firm offers ongoing portfolio management as well as full financial plans or targeted consultations on topics such as cash flow, retirement strategy, tax planning, and estate preservation. Investment programs are customized to each client’s stated goals, time horizon, and risk tolerance, and the firm uses a mix of fundamental, technical, and charting analysis alongside long‑ and short‑term strategies and options trading when appropriate. Accounts are reviewed at least quarterly for allocation, rebalancing, and tax‑loss harvesting opportunities, and clients may impose written investment restrictions. The adviser holds an active real estate broker license and conducts real estate brokerage activities in addition to advisory services; the brochure discloses this affiliation and states there will be no crossover clients, a relationship that is uncommon among independent advisers. The firm manages roughly $670,000 for a very small number of client relationships and explicitly includes corporate or business clients in its client base, a client mix and scale that set it apart from many peers.

To learn more about the advisors currently working at B Hive Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.